Wealth Plan Partners, LLC Wiswisdomtree Tr Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 6,944 shares of DNL stock, worth $261,580. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,944

Previous 7,929 12.42%

Holding current value

$261,580

Previous $312 Million 20.01%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$35.98 - $39.39 $35,440 - $38,799	-985 Reduced 12.42%	6,944 $250 Million
Q3 2024 Nov 05, 2024	BUY	$36.65 - $40.81 $67,289 - $74,927	1,836 Added 30.13%	7,929 $312 Million
Q2 2024 Aug 09, 2024	BUY	$37.04 - $39.97 $10,778 - $11,631	291 Added 5.02%	6,093 $238 Million
Q1 2024 May 07, 2024	BUY	$35.41 - $39.06 $205,448 - $226,626	5,802 New	5,802 $226 Million
Q2 2023 Jul 31, 2023	SELL	$34.59 - $36.52 $77,135 - $81,439	-2,230 Reduced 41.72%	3,115 $112 Million
Q1 2023 May 10, 2023	SELL	$32.54 - $35.82 $539,838 - $594,253	-16,590 Reduced 75.63%	5,345 $190 Million
Q4 2022 Feb 16, 2023	BUY	$27.4 - $33.63 $144,014 - $176,759	5,256 Added 31.51%	21,935 $774 Million
Q1 2022 May 03, 2022	BUY	$36.81 - $43.65 $62,392 - $73,986	1,695 Added 11.31%	16,679 $598,000
Q4 2021 Feb 01, 2022	BUY	$39.96 - $43.57 $24,455 - $26,664	612 Added 4.26%	14,984 $617,000
Q3 2021 Dec 09, 2021	SELL	$40.46 - $43.87 $107,906 - $117,001	-2,667 Reduced 15.65%	14,372 $0
Q2 2021 Aug 19, 2021	BUY	$39.37 - $42.66 $331,259 - $358,941	8,414 Added 97.55%	17,039 $729,000
Q1 2021 May 11, 2021	SELL	$37.62 - $40.48 $1,128 - $1,214	-30 Reduced 0.35%	8,625 $690,000
Q4 2020 Feb 09, 2021	SELL	$32.44 - $38.32 $44,702 - $52,804	-1,378 Reduced 13.73%	8,655 $679,000
Q3 2020 Dec 18, 2020	SELL	$31.77 - $34.29 $27,703 - $29,900	-872 Reduced 8.0%	10,033 $698,000
Q2 2020 Aug 19, 2020	BUY	$25.58 - $32.16 $278,949 - $350,704	10,905 New	10,905 $734,000

Others Institutions Holding DNL

# of Institutions

115

Shares Held

12.8M

Call Options Held

Put Options Held

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About WISWISDOMTREE TR

Ticker DNL
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Wealth Plan Partners, LLC Wiswisdomtree Tr Transaction History